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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,098 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,900 | $91,439-73.9% | $135,974-82.4% | $71,511-66.6% |
| Participation rate | 97.0% | 75.7%+21.3pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 32.45% | 29.90%+2.6pp | 68.30%-35.9pp | 28.86%+3.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,917 | $7,093+11.6% | $7,760+2.0% | $4,291+84.5% |
| Admin fee / account holder | $8 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |